Capital Directions Investment Advisors, LLC Ishares Tr North Amern Nat Res Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2018 Nov 14, 2018	SELL	N/A	-29,891 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	N/A	-1,840 Reduced 5.8%	29,891 $1.1 Million
Q1 2018 May 10, 2018	SELL	N/A	-14 Reduced 0.04%	31,731 $1.05 Million
Q4 2017 Feb 15, 2018	BUY	N/A	14 Added 0.04%	31,745 $1.13 Million
Q3 2017 Nov 14, 2017	BUY	N/A	4,468 Added 16.39%	31,731 $1.07 Million
Q2 2017 Aug 15, 2017	BUY	N/A	27,263	27,263 $863,000

Others Institutions Holding IGE

# of Institutions

147

Shares Held

6.9M

Call Options Held

300

Put Options Held

100

Arkansas Financial Group, Inc.

887K
Shares

$42.6 Million
6.05% of portfolio
Morgan Stanley New York, NY

847K
Shares

$40.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

722K
Shares

$34.7 Million
0.0% of portfolio
Family Firm, Inc.

495K
Shares

$23.8 Million
2.34% of portfolio
Envestnet Asset Management Inc

422K
Shares

$20.3 Million
0.01% of portfolio

View Full List

About ISHARES TR NORTH AMERN NAT RES

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